← All themes Electrification & Grid

Grid Equipment

Grid equipment covers transformers, switchgear, breakers, and cable — unglamorous hardware that has become a genuine bottleneck. Lead times have lengthened enough to delay projects that are otherwise ready.

10 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
151	Anchor Capital Advisors Boston, Massachusetts	$20.3M	+$163K	1	0.72%	Increased
152	Trillium Asset Management Boston, Massachusetts	$20.3M	-$269K	2	1.12%	Reduced
153	ACI AMP Capital Investors Sydney, Australia	$20.1M	+$556K	1	0.11%	Increased
154	Zurich Cantonal Bank Zurich, Switzerland	$19.9M	+$1.26M	4	0.18%	Increased
155	Citigroup New York	$19.8M	-$1.86M	4	0.02%	Reduced
156	Bowen Hanes & Co Ponte Vedra Beach, Florida	$19.7M	+$16.2M	1	0.88%	Increased
157	Aviva London, United Kingdom	$19.7M	-$2.74M	1	0.11%	Reduced
158	SCP Sandhill Capital Partners Buffalo, New York	$19.6M	+$137K	2	3.49%	Increased
159	Pinnacle Associates New York	$19.3M	-$3.05M	2	0.37%	Reduced
160	Nomura Asset Management Tokyo, Japan	$19.2M	-$2.08M	1	0.22%	Reduced
161	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$19.1M	-$135K	1	3.8%	Reduced
162	HA Heartland Advisors Milwaukee, Wisconsin	$18.9M	+$5.4M	2	1.22%	Increased
163	GD Grandfield & Dodd New York	$18.5M	+$246K	1	1.98%	Increased
164	Cullen/Frost Bankers San Antonio, Texas	$18.3M	+$489K	1	0.58%	Increased
165	DF Donoghue Forlines Boston, Massachusetts	$18.2M	+$540K	1	1.38%	Increased
166	AIG American International Group New York	$18.1M	+$410K	3	0.06%	Increased
167	Robeco Institutional Asset Management Rotterdam, Netherlands	$17.9M	+$9.04M	1	0.09%	Increased
168	Ferguson Wellman Capital Management Portland, Oregon	$17.9M	+$63.7K	1	0.62%	Increased
169	SCM Stevens Capital Management Radnor, Pennsylvania	$17.9M	+$17.6M	2	0.69%	New
170	Churchill Management Los Angeles, California	$17.6M	+$12.4K	1	0.39%	Increased
171	Retirement Systems of Alabama Montgomery, Alabama	$16.9M	-$177K	1	0.08%	Reduced
172	Adage Capital Partners Boston, Massachusetts	$16.7M	-$102M	1	0.04%	Reduced
173	Envestnet Asset Management Chicago, Illinois	$16.7M	+$3.38M	2	0.04%	Increased
174	Marshall Wace North America New York	$16.5M	-$2.34M	2	0.09%	Reduced
175	United Capital Financial Advisors Irving, Texas	$16.5M	-$646K	2	0.13%	Reduced